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The Vistria Group

PRI reporting framework 2020

You are in Strategy and Governance » Investment policy

Investment policy

SG 01. RI policy and coverage

New selection options have been added to this indicator. Please review your prefilled responses carefully.

01.1. Indicate if you have an investment policy that covers your responsible investment approach.

01.2. Indicate the components/types and coverage of your policy.

Select all that apply

Policy components/types

Coverage by AUM

01.3. Indicate if the investment policy covers any of the following

01.4. Describe your organisation’s investment principles and overall investment strategy, interpretation of fiduciary (or equivalent) duties,and how they consider ESG factors and real economy impact.

Vistria invests at the intersection of the public and private sectors. The Firm believes that this intersection creates a meaningful opportunity to drive value for the public sector through the use of private capital. Vistria focuses on opportunities that allow it to leverage the Firm’s unique mix of capabilities and capital to drive value for its investors and for the communities in which it invests. To that end, Vistria has always sought to invest in companies with a social value where it can scale for both financial success and maximum positive impact. While operating within its own SRI framework, no activity will be required, or investment decision made, that will be adverse to or inconsistent with the fiduciary and contractual duties owed by Vistria to its investors, partner companies and other constituents. 

01.5. Provide a brief description of the key elements, any variations or exceptions to your investment policy that covers your responsible investment approach. [Optional]

The Firm incorporates its commitment to responsible investing into everything from hiring and team culture, to investment theme development, due diligence and exits. All along ensuring that it only invests in and partners with those who are both capable of success from a management and execution perspective and those who are also aligned with Vistria’s broad goal of having a positive impact on society.

01.6. Additional information [Optional].

          
        

SG 01 CC. Climate risk (Private)


SG 02. Publicly available RI policy or guidance documents

 

02.1. Indicate which of your investment policy documents (if any) are publicly available. Provide a URL and an attachment of the document.

URL/Attachment

02.2. Indicate if any of your investment policy components are publicly available. Provide URL and an attachment of the document.

URL/Attachment

URL/Attachment

02.3. Additional information [Optional].


SG 03. Conflicts of interest

03.1. Indicate if your organisation has a policy on managing potential conflicts of interest in the investment process.

03.2. Describe your policy on managing potential conflicts of interest in the investment process.

Vistria has a robust compliance program, a Chief Compliance Officer, an external legal compliance team, and a mandatory ethics and compliance training program. Every Vistria deal and all Vistria employees' personal financial activities are covered by the policy.  

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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